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Portfolio (Quarterly) Guide ↗

TD PRIVATE CLIENT WEALTH LLC

· CIK 0001551017
13F Portfolio $5.4B AUM 1,698 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1698 New
Page 80 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 EMBC EMBECTA CORP COM Healthcare 132.0 $430.0 NEW $3.26 +51.8%
1582 BBSI BARRETT BUSINESS SVCS INC COM Industrials 12.0 $426.0 NEW $35.50 -5.3%
1583 WEX WEX INC COM Technology 3.0 $423.0 NEW $141.00 +42.6%
1584 OABI OMNIAB INC COM Healthcare 170.0 $418.0 NEW $2.46 +88.4%
1585 RGP RESOURCES CONNECTION INC COM Industrials 97.0 $412.0 NEW $4.25 -0.1%
1586 AZTA AZENTA INC COM Healthcare 16.0 $408.0 NEW $25.50 +29.6%
1587 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 12.0 $399.0 NEW $33.25 +8.3%
1588 NOG NORTHERN OIL & GAS INC COM NEW Energy 22.0 $399.0 NEW $18.14 +45.5%
1589 SPOK SPOK HLDGS INC COM Healthcare 39.0 $399.0 NEW $10.23 +3.1%
1590 SHEN SHENANDOAH TELECOMMUNICATIONS CO CDT-COM Communication Services 26.0 $392.0 NEW $15.08 -18.5%
1591 AEIS ADVANCED ENERGY INDS INC COM Industrials 1.0 $373.0 NEW $373.00 -26.0%
1592 WPP WPP PLC NEW ADR ISIN#US92937A1025 Communication Services 24.0 $372.0 NEW $15.50 +72.1%
1593 NUVL NUVALENT INC CL A Healthcare 3.0 $371.0 NEW $123.67 +0.2%
1594 HPK HIGHPEAK ENERGY INC COM Energy 52.0 $363.0 NEW $6.98 +14.2%
1595 HQY HEALTHEQUITY INC COM Healthcare 4.0 $361.0 NEW $90.25 +16.1%
1596 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 15.0 $357.0 NEW $23.80 -43.7%
1597 DK DELEK US HLDGS INC NEW COM Energy 7.0 $356.0 NEW $50.86 +34.2%
1598 SNEX STONEX GROUP INC COM Financial Services 3.0 $356.0 NEW $118.67 -42.0%
1599 LUMN LUMEN TECHNOLOGIES INC LA COM Communication Services 45.0 $346.0 NEW $7.69 -24.8%
1600 MTG MGIC INVT CORP WIS COM Financial Services 12.0 $338.0 NEW $28.17 +10.6%
Page 80 of 85  ·  1,698 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.0%
Technology 22.6%
Healthcare 9.1%
Industrials 8.6%
Consumer Cyclical 6.7%
Communication Services 5.6%
Consumer Defensive 4.9%
Utilities 4.1%
Energy 3.5%
Real Estate 2.2%